Episodes (Page 24)
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Katherine Collins explores ESG and impact investing, addressing challenges around limited data availability and framework integration
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Geoffrey Batt describes earning transformational returns in difficult markets, specifically through Iraqi equities via his firm Euphrates
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Brian Singerman from Founders Fund emphasizes backing exceptional founders while evaluating moat, market, and execution strength
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Michael Mauboussin frames alpha generation around the question 'who is on the other side' of a trade
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Annie Duke breaks down decision-making into components: values, beliefs, decisions, randomness, and outcomes
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Michael Mayer maintains multiple pseudonymous Twitter accounts with significant followings to experiment with ideas and engage authentically
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Peter Zeihan is a geopolitical strategist combining demography, economics, energy, politics, technology, and security analysis
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Michael Kitces provides comprehensive history and perspective on financial advice, planning, and technology evolution
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Alex Danco explores scarcity, abundance, and asset bubbles through business model evolution and market shifts
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Keith Wasserman of Gelt covers direct real estate investing including property types, valuations, and risk-reward tradeoffs
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Alex Mittal details lessons from investing in nearly 300 early-stage companies over seven years through Funders Club
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Eugene Wei, with experience at Amazon, Hulu, Flipboard, and Oculus, discusses technology, media, and culture intersections
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Michael Duda examines brand's role in business and investing through experience with Birchbox, Casper, Harry's, and major corporations
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Abby Johnson, Fidelity CEO, discusses how large financial firms navigate industry change including blockchain and machine learning
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Keith Rabois, investment partner at Khosla, presents frameworks for gaining strategic power through contrarian business strategy
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Bryan Krug oversees $3B+ in high-yield credit investments and explains credit analysis fundamentals to equity investors
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Maureen Chiquet, former Chanel CEO, discusses leadership through difficult conversations and navigating large organizations
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Hunter Walk, Homebrew co-founder, discusses intersection of creative expression, technology, and human behavior in venture investing
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Alex Moazed explores platform business models (Uber, Airbnb, GitHub) and how they create modern monopolies in the 21st century economy
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Cliff Asness, founding principal of AQR Capital Management ($226B under management), discusses the evolution of quantitative investing over 20+ years